This week’s best investing news:
How Peter Lynch Became The Greatest Fund Manager Of All Time (The Compound)
Bill Ackman Says He’s ‘Uncancelable’ (WSJ)
JPMorgan CEO Dimon on Growth of AI, Jobs, Government Shutdown (Bloomberg)
Howard Marks – The Roundup – Top Takeaways – from Oaktree’s Quarterly Letters (OakTree)
Michael Mauboussin | The Benefits of Base Rates (ER)
Where Factors Speak Loudest (Verdad)
Citadel’s Griffin Calls Rush to Gold as Safer Asset ‘Concerning’ (Bloomberg)
Dalio Echoes Griffin in Seeing Gold as Safer Than the US Dollar (Bloomberg)
Paul Tudor Jones makes a big market call (Squawk Pod)
Aswath Damodaran: The Fed Chair Opines but should anyone listen? (AD)
FTAV Q&A: Jim Chanos (FT)
Ken Fisher – The Near-Perfect Recession Indicator (Fisher)
Picking a market-beating stock is far from a coin flip (TKer)
Consumers are collapsing (Havenstein)
Tracy Britt Cool: Brick by Brick (Farnam Street)
Are You Invested in International Markets? (Humble Dollar)
How Do You Measure A Bubble? (Felder)
Leon Cooperman says we’ve reached the stage of the bull market that Warren Buffett warned about (CNBC)
Invest Like You Are Bad at Making Predictions (BI)
Can the Stock Market Predict the Future? (Carlson)
If You Get the Chance (Collab Fund)
Index Dashboard: S&P 500® Factor Indices September 2025 (S&P Global)
2 market-crash facts that surprised me (TKer)
When Things Get Bubbly, Don’t Get Illiquid (Falling Knife)
When It Comes to Bonds, Don’t Be a Hero (Morningstar)
MiB: Jose Minaya, BNY Global Head of Investments and Wealth (MiB)
Oakmark – International equity market commentary 3Q 2025 (Oakmark)
October Views from First Eagle Global Value Team (FEIM)
This week’s best value investing news:
Interview with value investor Arnold Van Den Berg: Survive & Thrive No Matter What (RWH)
There’s value in value stocks (FT)
Global ‘value’ tilt intensifies as US outflows hit ‘growth’ stock funds hardest (Investing.com)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Tobias Carlisle – Warren Buffett, Sun Tzu and The Ancient Art of Risk-Taking | #600 (Meb)
Barry Ritholtz: ‘How Not to Invest’ (LongView)
Best investments to start the financial year, Buffett’s not done yet & is it time to buy Japan? (EM)
The Expensive Truth About Cheap Investing | Bogumil Baranowski (ER)
Jesse Zhang – Building Decagon (ILTB)
Party Like It’s 1999? Paul Tudor Jones Flags Euphoria in Today’s Markets (RiskReversal)
Maja Vujinovic – Crytpo Convo; Ethereum’s Role In The Ecosystem (Brewster)
Hetty Green: The Witch of Wall Street [Outliers] (KP)
The Invisible Hierarchies that Rule Our World (with Toby Stuart) (EconTalk)
This week’s Buffett Indicator:
Strongly Overvalued
This week’s best investing research:
Thematic Investing: a Risk-Based Perspective (AlphaArchitect)
Volatility and tail risk – The need for liquidity (DSGMV)
Rules of the Game: Tactical Asset Allocation vs. Competition for Capital (AllAboutAlpha)
This week’s best investing tweet:
Meanwhile …
Not our methodology, and nothing in our discipline relies on a collapse, but it’s interesting that 30-day dispersion lines up with this ramp toward singularity pic.twitter.com/47b8PWGwaO
— John P. Hussman, Ph.D. (@hussmanjp) October 9, 2025
This week’s best investing graphic:
Central Banks Now Hold More Gold Than U.S. Treasuries (Visual Capitalist)
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